Is it fair for the wealthy son to receive the same as his struggling sister? By James Ward James Ward It’s an old estate planning adage: What’s fair is hardly ever equal, and what’s equal [...]
The cost of assisted living in our area ranges from $7,000 to $10,000 a month By James Ward James Ward About one-third of people age 65 will never need long-term care. The other two-thirds will [...]
If you have a trust, it’s critical you understand what it says and how it will work By James Ward James Ward I recently had a couple come to see me from New York. The [...]
Nearly three-quarters of all strokes occur in people older than 65 By James Ward James Ward Someone in the United States has a stroke every 40 seconds. Every four minutes, someone dies of stroke. Strokes [...]
Know the ins and outs of the billing and the system By James Ward James Ward If you or a loved one is in the hospital, the natural thing is to want to go home. [...]
When you’re planning your gifts, talk to an expert first By James Ward If you’re planning to make a gift or leave something to someone after your death, think about the value you’re giving, whether it’s real [...]
Having no plan is like driving cross country with no spare tire, Ward says By James Ward Will you wait too long before you get the proper legal documents put in place to protect yourself and your [...]
The problem of not having legal documents in place is often from lack of knowledge or plain old procrastination By James Ward James Ward Perhaps the biggest legal problem families face at the time of [...]
A well-prepared package of trust documents can save your family time, anguish, and money By James Ward There are numerous reasons why most people should have a trust. Two main reasons are to avoid probate and to [...]
The Alzheimer’s Association is a good source for finding support groups with experienced counselors. By James Ward James Ward Who’s your mother? There are two parts to this discussion. One is the clients who come [...]
